The objective of the Fintech Influence: Dividend Portfolio is to provide attractive dividend income along with long-term capital appreciation.
This portfolio will invest primarily in large and medium blue-chip companies located in Canada and the United States through common stocks and ETFs.
The dividend goal is to attain more than a 4% yield while also maintaining similar or better performance as the S&P 500.
All holdings are top performers in their industry and have great future prospects for growth. We put more concentration on companies that have market dominance, higher dividend, and have a history of growing their dividend.
Over the long term, we aim to achieve rates of total return that exceed that of a broad market S&P 500 index using a combination of dividend payments and capital growth.
This portfolio does not have a fixed income component and will not hold GICs, Bonds, Options, Metals, or short positions.
A well-diversified U.S. and Canadian equity portfolio with a dividend earning mandate.
Are seeking long-term capital growth.
Are comfortable with medium/ risk over a +5-year time horizon.
We aim to hold no more than 20 securities as this is to be a concentrated portfolio of top high paying dividend performers. With ability to add additional company exposure through ETFs.
No fixed income securities.
Long term investment objective for medium risk.
ABBV
Abbvie Inc
10%
CM
Canadian Imperial Bank of Commerce
8%
CNQ
Canadian Natural Resources Limited
10%
VDY
Vanguard FTSE Canadian High Dividend Yield ETF
12%
IRM
Iron Mountain Inc
9%
RY
Royal Bank of Canada
10%
SCHD
Schwab US Dividend Equity ETF
10%
ONEY
SPDR Russell 1000 Yield Focus
11%
TQGD
TD Quality Global Dividend ETF
6%
TD
TD Bank Canada
14%